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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,240 | $185,312-47.0% | $161,489-39.2% | $154,746-36.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.15% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,578 | $4,769-46.0% | $4,268-39.6% | $4,379-41.1% |
| Participant deferral / active EE | $4,970 | $6,350-21.7% | $5,630-11.7% | $6,730-26.2% |
| Admin fee / account holder | $6,547 | $18,654-64.9% | $16,006-59.1% | $14,365-54.4% |